Seema Shah, Chief Global Strategist at Principal Asset Management, expresses optimism about avoiding a U.S. recession. David Rosenberg, founder of Rosenberg Research, and Matthew Diczok from Bank of America dissect troubling jobless claims. Tobin Marcus, head of U.S. Politics at Wolfe Research, shares insights on the evolving landscape of the 2024 Presidential Election. The guests discuss the resilience of earnings outside big tech and the implications of the political climate on economic strategies, highlighting the importance of adaptive investment approaches.

Guests Sarah Hunt, Holger Schmieding, Dana Peterson, and Matthew Diczok discuss the impact of higher rates on mega-cap stocks, the Fed and ECB's paths, and falling jobless claims. Topics include AI in the market, global trade post-election, and the economy's response to higher rates.